Use LeadSimple to document, automate and work all of your operational processes including Owner Onboarding, Move-Ins, Move-Outs, Evictions, Collections and more.
It combines your CRM, Communications and Processes into one system. No checklist program has done this.
PM Data Sync
It automatically syncs with your Property Management software to remove data entry and keep the data you need front and center.
It enables you to automate more using the tools that are built in, instead of using other systems to build automations yourself.
Built for PMs
It's built for property managers from the ground up. All other systems require significant customization to adapt to property management.
Use LeadSimple's powerful stages and workflows to document your entire process and automate key points.
Build calls, emails and text messages directly into your processes instead of creating complex integrations to trigger those activities.
Integrate with your property management software to keep your Owner, Tenant and Property in sync and avoid all double-data entry.
Add conditions to your workflows to only trigger the tasks that are relevant to the specific process you're working on.
Integrate with Zapier to generate documents, send mailers, and trigger actions in other software you use.
Set process deadlines and set task due dates against the deadline to make sure they get done on time.
Trigger tasks based off a custom date field like the move-in or lease expiration date to make work happen when it should.
Include video or written instructions for each step of the process so that your employees can work a process with minimal training.
Stop a process from continuing until a specific task or set of tasks has been completed.
Set some tasks to "required" so that every important task gets completed regardless of what stage the process is in.
Set contact roles to automatically pull in Owner Tenant or Vendor data when you create a new process.
Add fields for any data you want to track on your processes that LeadSimple doesn't include by default.
We'll review the processes you'd like to implement to determine the best way to configure them in your account.
We'll fully implement your processes into your account so they are ready for you and your team to utilize.
We'll provide training to you and your team on the software and how to work your processes when they're set up.
"You know I don’t candy coat things, but LeadSimple looks so much simpler and more powerful than Process Street."
- Paul Kankowski, House Match
Want to learn more for yourself? Sign up for a 14-day trial of CRM and Workflow Automation.